{"id":30726,"date":"2021-09-02T18:14:42","date_gmt":"2021-09-02T16:14:42","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30726"},"modified":"2025-10-12T17:21:45","modified_gmt":"2025-10-12T15:21:45","slug":"crm%e3%81%ae%e5%b0%8e%e5%85%a5%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%ab%e3%81%af","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-successfully-implement-a-crm\/","title":{"rendered":"CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\uff1f"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-a-clear-customer-relationship-management-system-in-order-to-ensure-its-success\">\u305d\u306e\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u3001\u660e\u78ba\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3002.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u306b\u95a2\u3057\u3066\u306f\u3001\u4e07\u80fd\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u7d44\u7e54\u306e\u898f\u6a21\u3084\u30cb\u30fc\u30ba\u3001\u696d\u7a2e\u306b\u3088\u3063\u3066\u3001\u6700\u9069\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u7570\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3059\u3079\u3066\u306e\u4f01\u696d\u304cCRM\u3092\u5c0e\u5165\u3059\u308b\u969b\u306b\u53d6\u308b\u3079\u304d\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u306f\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u305d\u306e\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\u3068\u306f\uff1f <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%a7%e6%88%90%e5%8a%9f%e3%81%99%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae5%e3%81%a4%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88crms\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"385\">CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b<\/a>?CRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u7d0470%\u304c\u5931\u6557\u3057\u3066\u3044\u307e\u3059\u3002CRM\u5c0e\u5165\u30ac\u30a4\u30c9\u306f\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u65e5\u5e38\u7684\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u30d3\u30b8\u30cd\u30b9\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3084\u305d\u306e\u4ed6\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u751f\u614b\u7cfb\u3092\u60f3\u5b9a\u3059\u308b\u3053\u3068\u304c\u3059\u3079\u3066\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u3053\u306e5\u3064\u306e\u30ad\u30fc\u30b3\u30f3\u30bb\u30d7\u30c8\u306f\u3001\u5fc5\u8981\u306a\u6295\u8cc7\u3068 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%88%a6%e7%95%a5%e3%82%92%e6%9c%80%e5%a4%a7%e5%8c%96%e3%81%99%e3%82%8b-%e3%83%88%e3%83%83%e3%83%97b2b%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0-%e6%88%90%e5%8a%9f%e3%81%ae\/\" data-wpil-monitor-id=\"15\">\u6226\u7565<\/a> CRM\u306e\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u3092\u5b9f\u8df5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-define-the-goals-of-your-crm-implementation\">1.CRM\u5c0e\u5165\u306e\u30b4\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u69cb\u7bc9\u306e\u76ee\u6a19\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u4f55\u3092\u9054\u6210\u3057\u305f\u3044\u306e\u304b\uff1f\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u305f\u3044\u306e\u304b\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u305f\u3044\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u4ed6\u306e\u4f55\u304b\u3067\u3059\u304b\uff1f\u6210\u529f\u3092\u6e2c\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u3067\u304d\u308b\u3060\u3051\u5177\u4f53\u7684\u306b\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u307e\u305a\u306f\u30c7\u30fc\u30bf\u306e\u91cd\u8907\u3092\u9632\u304e\u3001\u610f\u5473\u306e\u3042\u308b\u30c7\u30fc\u30bf\u3092\u6b8b\u3059\u305f\u3081\u306b\u3001\u30c7\u30fc\u30bf\u3092\u304d\u308c\u3044\u306b\u3059\u308b\u65b9\u6cd5\u3092\u5b66\u3076\u3079\u304d\u3060\u3002\u30c7\u30fc\u30bf\u306e\u8cea\u306f\u3001\u7d4c\u55b6\u9663\u306e\u8cdb\u540c\u306e\u8cea\u3092\u5de6\u53f3\u3059\u308b\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3084\u7d44\u7e54\u5168\u4f53\u306e\u529b\u3092\u3069\u306e\u3088\u3046\u306b\u69cb\u6210\u3059\u308b\u304b\u3092\u77e5\u3063\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u73fe\u4ee3\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u4e16\u754c\u3067\u306f\u3001\u30c7\u30fc\u30bf\u304c\u738b\u69d8\u3060\u3002\u4f01\u696d\u306f\u3001\u9867\u5ba2\u304b\u3089\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u81f3\u308b\u307e\u3067\u3001\u3042\u3089\u3086\u308b\u3082\u306e\u306b\u95a2\u3057\u3066\u81a8\u5927\u306a\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u84c4\u7a4d\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u30c7\u30fc\u30bf\u306f\u6226\u7565\u7684\u610f\u601d\u6c7a\u5b9a\u306e\u539f\u52d5\u529b\u3068\u3057\u3066\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5b9f\u969b\u3001\u4f01\u696d\u306e\u30c7\u30fc\u30bf\u8cc7\u7523\u306f\u7269\u7406\u7684\u8cc7\u7523\u3088\u308a\u3082\u4fa1\u5024\u304c\u3042\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u305d\u306e\u305f\u3081\u3001\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3001\u4fdd\u5b58\u3001\u5206\u6790\u3067\u304d\u308b\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u9069\u5207\u306aCRM\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u5229\u76ca\u3092\u6700\u5927\u5316\u3057\u3001\u30b3\u30b9\u30c8\u3092\u6700\u5c0f\u5316\u3059\u308b\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u529f\u3055\u305b\u305f\u3044\u306e\u3067\u3042\u308c\u3070\u3001\u30c7\u30fc\u30bf\u8cc7\u7523\u3092\u3057\u3063\u304b\u308a\u3068\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">InvestGlass\u306f\u304a\u5ba2\u69d8\u306bCRM\u5c0e\u5165\u8a08\u753b\u3068CRM\u30a4\u30cb\u30b7\u30a2\u30c6\u30a3\u30d6\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u5c0e\u5165\u3092\u6210\u529f\u306b\u5c0e\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"2022\u5e74\u306bCRM\u3092\u59cb\u3081\u308b\u306b\u306f\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Saeqrc6VHcw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-choose-the-right-crm-software\">2.\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u4f55\u3092\u9054\u6210\u3057\u305f\u3044\u304b\u304c\u5206\u304b\u308c\u3070\u3001\u76ee\u6a19\u9054\u6210\u306b\u5f79\u7acb\u3064CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63a2\u3057\u59cb\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5e02\u5834\u306b\u306f\u3055\u307e\u3056\u307e\u306a\u9078\u629e\u80a2\u304c\u3042\u308b\u306e\u3067\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u81ea\u5206\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u5408\u3063\u305f\u3082\u306e\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u5834\u5408\u3001\u4e88\u7b97\u5185\u3067\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5e02\u5834\u306b\u306f\u512a\u308c\u305fCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u306e\u3067\u3001\u6700\u7d42\u6c7a\u5b9a\u3092\u4e0b\u3059\u524d\u306b\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u9078\u629e\u80a2\u3092\u8abf\u3079\u3001\u4fa1\u683c\u3092\u6bd4\u8f03\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30cb\u30fc\u30ba\u3068\u4e88\u7b97\u306b\u5408\u3063\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3057\u305f\u3089\u3001\u305d\u308c\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306b\u3001\u5341\u5206\u306b\u5c0e\u5165\u3059\u308b\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4f7f\u7528\u65b9\u6cd5\u306b\u3064\u3044\u3066\u5f93\u696d\u54e1\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3057\u3001\u305d\u306e\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u305d\u306e\u53ef\u80fd\u6027\u3092\u6700\u5927\u9650\u306b\u5f15\u304d\u51fa\u3057\u3001\u512a\u308c\u305fCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5c0e\u5165\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u65e7\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u65b0CRM\u3078\u3001\u30c7\u30fc\u30bf\u640d\u5931\u306a\u304f\u7c21\u5358\u306b\u30c7\u30fc\u30bf\u79fb\u884c\u3067\u304d\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3002\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u306fAPI\u304c\u5fc5\u8981\u3067\u3059\u3002API\u3068\u306f\u3001\u3042\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u5225\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u76f8\u4e92\u4f5c\u7528\u3059\u308b\u305f\u3081\u306e\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u547d\u4ee4\u306e\u30bb\u30c3\u30c8\u3067\u3059\u3002API\u3092\u6301\u3064\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u4f1a\u8a08\u30b7\u30b9\u30c6\u30e0\u3084ERP\u30b7\u30b9\u30c6\u30e0\u306a\u3069\u3001\u4f7f\u7528\u3057\u3066\u3044\u308b\u4ed6\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u30921\u3064\u306e\u5834\u6240\u3067\u7ba1\u7406\u3057\u3001\u91cd\u8907\u3057\u305f\u30c7\u30fc\u30bf\u5165\u529b\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u30c7\u30fc\u30bf\u306f\u3069\u306e\u3088\u3046\u306a\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u5bfe\u3057\u3066\u3082\u5305\u62ec\u7684\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30c7\u30fc\u30bf\u304c\u3069\u306e\u3088\u3046\u306b\u4f7f\u7528\u3055\u308c\u3001\u64cd\u4f5c\u3055\u308c\u3001\u7570\u306a\u308b\u90e8\u9580\u9593\u3067\u79fb\u52d5\u3057\u3066\u3044\u308b\u304b\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u6280\u8853\u7684\u306a\u6d1e\u5bdf\u529b\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-1024x710.png\" alt=\"\" class=\"wp-image-32248\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-1024x710.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-300x208.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-768x533.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-1536x1065.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1.png 2048w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-1080x749.png 1080w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-1280x888.png 1280w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-980x680.png 980w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/09\/investglass-api-1-480x333.png 480w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass API<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-train-your-employees\">3.\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u305f\u3089\u3001\u305d\u306e\u4f7f\u3044\u65b9\u3092\u5f93\u696d\u54e1\u306b\u6559\u80b2\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u65e5\u5e38\u7684\u306b\u4f7f\u7528\u3059\u308b\u306e\u306f\u5f93\u696d\u54e1\u3067\u3059\u304b\u3089\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u3092\u77e5\u3063\u3066\u3082\u3089\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u5c0e\u5165\u30c1\u30fc\u30e0\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u3068\u8a2d\u5b9a\u3001\u304a\u3088\u3073\u4f7f\u7528\u65b9\u6cd5\u306b\u95a2\u3059\u308b\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u62c5\u5f53\u3057\u307e\u3059\u3002\u5c0e\u5165\u30c1\u30fc\u30e0\u306f\u3001CRM\u30e6\u30fc\u30b6\u30fc\u3084\u55b6\u696d\u30c1\u30fc\u30e0\u3068\u53ef\u80fd\u306a\u9650\u308a\u4ea4\u6d41\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u884c\u308f\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001\u62c5\u5f53\u3059\u308b\u30c1\u30fc\u30e0\u306b\u3082\u5de6\u53f3\u3055\u308c\u307e\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u71b1\u610f\u3092\u6301\u3061\u3001\u305d\u308c\u3092\u3084\u308a\u9042\u3052\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30b9\u30ad\u30eb\u3068\u77e5\u8b58\u3092\u6301\u3063\u305f\u4eba\u6750\u3092\u9078\u3073\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u3088\u304f\u8a13\u7df4\u3055\u308c\u305f\u30b9\u30bf\u30c3\u30d5\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u30d3\u30b8\u30cd\u30b9\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3059\u304c\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u7279\u306b\u91cd\u8981\u3067\u3059\u3002\u9867\u5ba2\u306f\u3001\u305d\u306e\u4f01\u696d\u3067\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u7d4c\u9a13\u3092\u3059\u308c\u3070\u3001\u5c06\u6765\u3082\u307e\u305f\u6765\u5e97\u3057\u3066\u304f\u308c\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u306a\u308b\u3002\u30b9\u30bf\u30c3\u30d5\u304c\u5e38\u306b\u512a\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u3001\u4f01\u696d\u306f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u3079\u304d\u3067\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u6f5c\u5728\u7684\u306a\u554f\u984c\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3042\u3089\u304b\u3058\u3081\u8a2d\u5b9a\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u554f\u984c\u3092\u56de\u907f\u3057\u3001\u30b9\u30bf\u30c3\u30d5\u304c\u5e38\u306b\u6700\u9ad8\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u306fCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5b9a\u671f\u7684\u306b\u4f7f\u7528\u3059\u308b\u3088\u3046\u30b9\u30bf\u30c3\u30d5\u306b\u5968\u52b1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u9ad8\u3044\u30ec\u30d9\u30eb\u306b\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1024x701.png\" alt=\"\u91d1\u878d\u306e\u305f\u3081\u306e\u30b9\u30b1\u30fc\u30eb\u30b5\u30fc\u30d3\u30b9 InvestGlass\" class=\"wp-image-47223\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u91d1\u878d\u306e\u305f\u3081\u306e\u30b9\u30b1\u30fc\u30eb\u30b5\u30fc\u30d3\u30b9 InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-evaluate-and-adjust-with-measurable-targets\">4.\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u306b\u3088\u308b\u8a55\u4fa1\u3068\u8abf\u6574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"70b92711-d98e-4b21-bd23-9f0736fd6ae8\">\u6700\u5f8c\u306b\u3001CRM \u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3057\u305f\u3089\u3001\u305d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u30e2\u30cb\u30bf\u30fc\u3057\u3001 \u5fc5\u8981\u306b\u5fdc\u3058\u3066\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u304b\u3089\u6700\u5927\u9650\u306e\u52b9\u679c\u3092\u5f15\u304d\u51fa\u3057\u3001\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u6539\u5584\u3059\u308b\u7d20\u6674\u3089\u3057\u3044\u65b9\u6cd5\u3067\u3059\u3002\u6642\u9593\u3092\u304b\u3051\u3066\u9069\u5207\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u3001\u5f93\u696d\u54e1\u3092\u6559\u80b2\u3059\u308b\u3053\u3068\u3067\u3001\u6210\u529f\u3078\u306e\u6e96\u5099\u3092\u6574\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u3001\u9032\u6357\u72b6\u6cc1\u3092\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u8abf\u6574\u3059\u308b\u3053\u3068\u3092\u5fd8\u308c\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">\u8afa\u306b\u3082\u3042\u308b\u3088\u3046\u306b\u3001\u201c\u8a08\u753b\u306e\u306a\u3044\u76ee\u6a19\u306f\u305f\u3060\u306e\u5922 \u201d\u3067\u3042\u308b\u3002\u5927\u304d\u306a\u5922\u3092\u898b\u308b\u3053\u3068\u306f\u60aa\u3044\u3053\u3068\u3067\u306f\u306a\u3044\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u3067\u6210\u529f\u3092\u53ce\u3081\u308b\u305f\u3081\u306b\u306f\u3001\u9054\u6210\u53ef\u80fd\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3060\u3002\u305d\u3046\u3067\u306a\u3051\u308c\u3070\u3001\u3042\u306a\u305f\u81ea\u8eab\u304c\u82db\u7acb\u3061\u3084\u30b9\u30c8\u30ec\u30b9\u3092\u611f\u3058\u3001\u30c1\u30fc\u30e0\u3082\u3084\u308b\u6c17\u3092\u306a\u304f\u3057\u3066\u3057\u307e\u3046\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">\u9054\u6210\u53ef\u80fd\u306a\u4f01\u696d\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u3072\u3068\u3064\u306e\u65b9\u6cd5\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9032\u6357\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3001\u6539\u5584\u304c\u5fc5\u8981\u306a\u5206\u91ce\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u73fe\u5b9f\u7684\u306a\u76ee\u6a19\u3068\u671f\u9650\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306e\u96c6\u4e2d\u529b\u3092\u7dad\u6301\u3057\u3001\u8ecc\u9053\u306b\u4e57\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9054\u6210\u53ef\u80fd\u306a\u4f1a\u793e\u76ee\u6a19\u3092\u6642\u9593\u3092\u304b\u3051\u3066\u304d\u3061\u3093\u3068\u8a08\u753b\u3057\u3001\u5b9f\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u6210\u529f\u3078\u306e\u9053\u304c\u958b\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"7e839855-3d75-496e-b124-957452b9c175\">\u6210\u529f\u3092\u76ee\u6307\u3059\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u3001\u9867\u5ba2\u3092\u3057\u3063\u304b\u308a\u3068\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002\u305d\u3053\u3067\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u306e\u51fa\u756a\u3068\u306a\u308b\u3002CRM\u3068\u306f\u3001\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u3066\u9867\u5ba2\u3092\u7406\u89e3\u3057\u3001\u305d\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308b\u3053\u3068\u3067\u3059\u3002CRM\u306e\u91cd\u8981\u306a\u90e8\u5206\u306f\u3001\u9867\u5ba2\u304c\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u521d\u3081\u3066\u77e5\u3063\u305f\u3068\u304d\u304b\u3089\u3001\u8cfc\u5165\u3001\u305d\u3057\u3066\u305d\u308c\u4ee5\u964d\u306b\u81f3\u308b\u307e\u3067\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"a2bbeb6f-53bd-469d-916e-1f4676ec3ec4\">CRM\u306e\u6700\u3082\u91cd\u8981\u306a\u5074\u9762\u306e1\u3064\u306f\u3001\u91cd\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3059\u3002KPI\u306f\u3001\u76ee\u6a19\u306b\u5bfe\u3059\u308b\u9032\u6357\u3092\u6e2c\u5b9a\u30fb\u8ffd\u8de1\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002KPI\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u304b\u3089\u8ca9\u58f2\u6570\u307e\u3067\u3001\u3042\u3089\u3086\u308b\u3082\u306e\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3067\u304d\u307e\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306aKPI\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u5e38\u306b\u6700\u3082\u91cd\u8981\u306a\u3053\u3068\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"0846e379-3b97-4b87-931a-9bc5be69fbca\">CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u306f\u3001KPI\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u59cb\u3081\u308b\u306e\u306b\u6700\u9069\u306a\u65b9\u6cd5\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306b\u95a2\u3059\u308b\u8cb4\u91cd\u306a\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6539\u5584\u306b\u5f79\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-successful-crm-implementation-should-be-celebrated\">5.CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u8cde\u8cdb\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">CRM\u5c0e\u5165\u306e\u6210\u529f\u306b\u5411\u3051\u305f\u52aa\u529b\u306e\u5f8c\u306f\u3001\u6210\u529f\u3092\u795d\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u696d\u54e1\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6539\u5584\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6210\u529f\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u4e2d\u9593\u7ba1\u7406\u8077\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u542b\u3080\u4e3b\u8981\u30e1\u30f3\u30d0\u30fc\u306b\u3088\u3063\u3066\u767a\u305b\u3089\u308c\u308b\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u3053\u3068\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u6539\u5584\u3059\u308b\u7d20\u6674\u3089\u3057\u3044\u65b9\u6cd5\u3067\u3059\u3002\u6642\u9593\u3092\u304b\u3051\u3066\u9069\u5207\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u629e\u3057\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">CRM\u306e\u6210\u529f\u4e8b\u4f8b\u3092\u30c1\u30fc\u30e0\u5185\u3067\u5171\u6709\u3059\u308b\u3053\u3068\u306f\u3001CRM\u306e\u5c0e\u5165\u3092\u4fc3\u9032\u3057\u3001\u5168\u54e1\u304cCRM\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001\u305d\u306e\u305f\u3081\u306e\u30d2\u30f3\u30c8\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002CRM\u306e\u4fa1\u5024\u3092\u4f1d\u3048\u3001\u6210\u529f\u4e8b\u4f8b\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u5168\u54e1\u304cCRM\u306e\u5c0e\u5165\u306b\u8cdb\u540c\u3057\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u9650\u306b\u4eab\u53d7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass-1024x631.png\" alt=\"InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\" class=\"wp-image-47959\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass-1024x631.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass-300x185.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass-768x473.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass-1536x947.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass.png 1746w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">\u3044\u304f\u3064\u304b\u91cd\u8981\u306a\u3053\u3068\u304c\u3042\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%a4%96%e9%83%a8%e3%82%a2%e3%82%bb%e3%83%83%e3%83%88%e3%83%9e%e3%83%8d%e3%83%bc%e3%82%b8%e3%83%a3%e3%83%bc%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrm%e3%82%bb%e3%83%83%e3%83%88%e3%82%a2%e3%83%83\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"398\">CRM\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7<\/a> \u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">1.CRM\u5c0e\u5165\u306e\u30b4\u30fc\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">2.\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">3.\u5f93\u696d\u54e1\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">4.\u8a55\u4fa1\u3068\u8abf\u6574<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"8648bca8-6b27-4709-bc92-95014a90b9bc\">5.\u6210\u529f\u3092\u795d\u3046\uff01<\/p>\n\n\n\n<h2 class=\"wp-block-heading alignwide\" id=\"we-re-a-studio-in-berlin-with-an-international-practice-in-architecture-urban-planning-and-interior-design-we-believe-in-sharing-knowledge-and-promoting-dialogue-to-increase-the-creative-potential-of-collaboration\" style=\"font-size:48px;line-height:1.1\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.\u307b\u3068\u3093\u3069\u306eCRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u306a\u305c\u5931\u6557\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><br>CRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e70%\u8fd1\u304f\u304c\u76ee\u6a19\u306e\u4e0d\u660e\u78ba\u3055\u3001\u30c7\u30fc\u30bf\u306e\u8cea\u306e\u4f4e\u3055\u3001\u63a1\u7528\u306e\u5f31\u3055\u306b\u3088\u308a\u5931\u6557\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u4f01\u696d\u304c\u660e\u78ba\u306a\u76ee\u6a19\u3092\u5b9a\u7fa9\u3057\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u679c\u3092\u8a2d\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u69cb\u9020\u5316\u3055\u308c\u305fCRM\u5c0e\u5165\u8a08\u753b\u3068\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.CRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306e\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\uff1f<\/strong><br>\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u58f2\u4e0a\u5411\u4e0a\u3001\u30b5\u30fc\u30d3\u30b9\u5411\u4e0a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5f37\u5316\u306a\u3069\u3001\u76ee\u6a19\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002InvestGlass\u306f\u3001\u4f01\u696d\u304c\u30d7\u30ed\u30bb\u30b9\u3092\u69cb\u9020\u5316\u3057\u3001\u30c7\u30fc\u30bf\u3092\u30af\u30ea\u30fc\u30f3\u306b\u3057\u3066\u3001\u9ad8\u54c1\u8cea\u306a\u60c5\u5831\u304cCRM\u306e\u57fa\u790e\u3068\u306a\u308b\u3088\u3046\u306b\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3.CRM\u30bd\u30d5\u30c8\u306e\u9078\u3073\u65b9\u306f\uff1f<\/strong><br>\u9069\u5207\u306aCRM\u306f\u304a\u5ba2\u69d8\u306e\u696d\u754c\u306e\u30cb\u30fc\u30ba\u3001\u4e88\u7b97\u3001\u6280\u8853\u7684\u8981\u4ef6\u306b\u30de\u30c3\u30c1\u3059\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM\u3092\u63d0\u4f9b\u3057\u3001\u7c21\u5358\u306b\u7d71\u5408\u3067\u304d\u308bAPI\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4.InvestGlass\u306f\u30c7\u30fc\u30bf\u79fb\u884c\u3084\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><br>\u306f\u3044\u3002InvestGlass\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u3001\u4f1a\u8a08\u3001ERP\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u306a\u3069\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306eAPI\u63a5\u7d9a\u306e\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u79fb\u884c\u4e2d\u306b\u91cd\u8981\u306a\u60c5\u5831\u3092\u5931\u3046\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5.\u30c1\u30fc\u30e0\u304c\u65b0\u3057\u3044CRM\u3092\u63a1\u7528\u3059\u308b\u3088\u3046\u306b\u3059\u308b\u306b\u306f\u3069\u3046\u3059\u308c\u3070\u3088\u3044\u3067\u3059\u304b\uff1f<\/strong><br>\u5c0e\u5165\u306f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30e6\u30fc\u30b6\u30fc\u7d4c\u9a13\u306b\u3088\u3063\u3066\u6c7a\u307e\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u3001\u76f4\u611f\u7684\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u8a2d\u5b9a\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u5f93\u696d\u54e1\u304c\u65e5\u5e38\u696d\u52d9\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u53d6\u308a\u5165\u308c\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6.CRM\u306e\u6210\u529f\u306b\u793e\u54e1\u6559\u80b2\u304c\u4e0d\u53ef\u6b20\u306a\u7406\u7531\u3068\u306f\uff1f<\/strong><br>\u5f93\u696d\u54e1\u306f\u30b7\u30b9\u30c6\u30e0\u306e\u65e5\u5e38\u7684\u306a\u4f7f\u7528\u8005\u3067\u3042\u308a\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u308a\u30b7\u30b9\u30c6\u30e0\u306e\u4fa1\u5024\u3092\u6700\u5927\u9650\u306b\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5f37\u529b\u306a\u63a1\u7528\u3092\u4fc3\u3057\u3001\u62b5\u6297\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7.CRM\u306e\u5c0e\u5165\u304c\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u6e2c\u5b9a\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><br>\u6210\u529f\u306f\u3001\u8ca9\u58f2\u8ee2\u63db\u7387\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u306a\u3069\u306eKPI\u3092\u901a\u3057\u3066\u8ffd\u8de1\u3055\u308c\u308b\u3079\u304d\u3067\u3059\u3002InvestGlass\u306b\u306f\u5206\u6790\u6a5f\u80fd\u3068\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u304a\u308a\u3001\u7d50\u679c\u3092\u6e2c\u5b9a\u3057\u3001\u6226\u7565\u3092\u6539\u5584\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8.CRM\u306e\u6210\u529f\u306b\u304a\u3044\u3066\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u306f\u3069\u306e\u3088\u3046\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u304b\uff1f<\/strong><br>\u30af\u30ea\u30fc\u30f3\u3067\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u306f\u3001\u610f\u5473\u306e\u3042\u308b\u6d1e\u5bdf\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002InvestGlass\u306f\u3001\u91cd\u8907\u6392\u9664\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3001\u30b9\u30de\u30fc\u30c8\u30c7\u30fc\u30bf\u7ba1\u7406\u306e\u305f\u3081\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c4\u30fc\u30eb\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u3042\u3089\u3086\u308b\u6bb5\u968e\u3067\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9.\u4f01\u696d\u306fCRM\u306e\u6210\u529f\u3092\u3069\u306e\u3088\u3046\u306b\u795d\u3046\u3079\u304d\u304b\uff1f<\/strong><br>\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8a8d\u8b58\u3059\u308b\u3053\u3068\u306f\u3001\u5f93\u696d\u54e1\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u9ad8\u3081\u3001\u63a1\u7528\u3092\u5f37\u5316\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30c1\u30fc\u30e0\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3001\u305d\u3057\u3066\u9054\u6210\u3055\u308c\u305f\u4fa1\u5024\u3092\u5f37\u8abf\u3059\u308b\u9867\u5ba2\u5411\u3051\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u6210\u529f\u3092\u793a\u3059\u304a\u624b\u4f1d\u3044\u3092\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10.\u306a\u305cInvestGlass\u304cCRM\u5c0e\u5165\u306b\u9069\u3057\u3066\u3044\u308b\u306e\u304b\uff1f<\/strong><br>InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u67d4\u8edf\u6027\u3092\u91cd\u8996\u3057\u3066\u30b9\u30a4\u30b9\u3067\u69cb\u7bc9\u3055\u308c\u307e\u3057\u305f\u3002\u7279\u5b9a\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u696d\u754c\u6a19\u6e96\u306b\u9069\u5fdc\u3059\u308b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM\u3067\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3001\u4e2d\u5c0f\u4f01\u696d\u3001\u898f\u5236\u30d3\u30b8\u30cd\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>A clear customer relationship management system, in order to ensure its success. When it comes to customer relationship management or CRM, there is no one-size-fits-all solution. Depending on the size and needs of your organization, as well as the specific industry you&#8217;re in, the best CRM system for you will vary. However, there are some basic steps that all businesses should take when implementing What are the steps to successfully implement a CRM? Nearly 70% of all&nbsp;CRM projects&nbsp;fail. CRM implementation guide&nbsp;is all about envisioning the ecology of business software and other software your sales team is using on daily basis. These five key concepts clarify the required investment and strategies [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48317,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[196,197],"class_list":["post-30726","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-implementation","tag-train-employee"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Successfully Implement A CRM? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore 5 tips to a successful CRM implementation and avoid common pitfalls that lead to project failures in your business.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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